Webinar: Author Talk: How US Presidents Governed Their Money by myStockOptions.com Webinars

Edit

About This Webinar

In this free one-hour webinar, just in time for Election Day, learn about the ways in which United States presidents have made or lost money with stock holdings and other equity investments.

Tax attorney, wealth manager, author, and regular myStockOptions webinar panelist Megan Gorman will give a lively talk based on research she did for her new book, All The Presidents’ Money: How The Men Who Governed America Governed Their Money. The highly respected Kirkus Reviews describes the book as a “survey of the financial successes and failures of American presidents, as seen through a contemporary personal-finance lens.” It has joined the bestseller lists of USA Today and Publishers Weekly.

From Abraham Lincoln to Calvin Coolidge, Ronald Reagan to George W. Bush, find out how US presidents made excellent stock moves or questionable stock mistakes. As Megan's research reveals, some of our greatest leaders were the worst managers of money while some of our least favorite presidents proved to be good at making money.

Can't watch the live webinar? No problem! All registered attendees get streaming access to the webinar recording.

Interested in more? For our many on-demand webinars about all aspects of equity compensation, company stock holdings, and the related financial and tax planning, see the myStockOptions Webinar Channel.

Presenter

Megan Gorman, Esq.

Founder, Chequers Financial Management

Megan Gorman is the founder and managing partner of Chequers Financial Management, a female owned high net worth tax and financial planning firm in San Francisco, California. Megan's clientele ranges from entrepreneurs to corporate executives to inherited family wealth. An attorney by training, she is passionate about the problem-solving required to work in the world of complex financial planning. Megan has been named to the Forbes 2024 Best In State Wealth Advisors, 2024 and 2022 list of America’s Top Women Wealth Advisors – Best in State. Megan spent the first part of her career as a Vice-President at Ayco, A Goldman Sachs Company and BNY Mellon Wealth Management. She has a B.A. in History from Bryn Mawr College and a JD from Rutgers School of Law. Megan is currently serving on the Board of Trustees for the National Endowment for Financial Education (NEFE). She is Chairwoman of the Investment Committee for the $200m endowment. Megan’s first book, All The Presidents’ Money: How The Men Who Governed America Governed Their Money, was published in September 2024 by Regalo Books.